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Outlooks

Private banks thinking more in real terms, says Axa IM
Demand will continue to outpace supply in the inflation-linked market, from both traditional and new investor types, says Philippe Descheemaeker of Axa Investment Managers.
By Joseph Marsh
1 March 2010
Markets overreacted to China tightening, says Neuberger Berman
Meanwhile, stock-index futures will help boost liquidity and reduce volatility in the Chinese markets, says senior portfolio manager Frank Yao.
By Joseph Marsh
22 February 2010
China growth expectations plummet
Investors have turned far less bullish on China and Europe, amid a global drop in risk appetite, according to Bank of America Merrill Lynch's February fund-manager survey.
By Joseph Marsh
18 February 2010
Outlooks
Asian stock prices fair to slightly undervalued, says Batterymarch
Asia ex-Japan stocks are currently valued at 13x forward earnings, with an expected growth rate of close to 20%, says Ray Prasad at Batterymarch.
By Joseph Marsh | 17 February 2010
Outlooks
China volatility in January reflects market anxiety, says AlphaShares
Recent stock-market corrections and the disappointing performance of IPOs in China are to be expected, says the California-based asset manager.
By Joseph Marsh | 9 February 2010
Alternatives
LaSalle anticipates more distressed property in Japan
There are also good opportunities in second-tier cities in China and in prime office property in Australia and Hong Kong, says Kenneth Tsang of LaSalle Investment Management.
By Joseph Marsh | 1 February 2010
Outlooks
AllianceBernstein outlines multi-themed approach
The US fund manager launched its Global Thematic Research Portfolio in Asia in November. AsianInvestor met chief investment officer Catherine Wood to talk about it.
By Joseph Marsh | 25 January 2010
Outlooks
Developed-market property is a good bet, says Barings
Review/outlook series: Marino Valensise, global chief investment officer at Baring Asset Management, explains why he's also keen on agricultural commodities and gold.
By Joseph Marsh | 18 January 2010
Outlooks
Two managers’ routes to favouring US blue-chips
The views of Legg Mason's Bill Miller, who pursues value, and ClearBridge's Scott Glasser, who goes after quality, intersect.
By Jame DiBiasio | 15 January 2010
Outlooks
GE Asset Management stays overweight emerging markets
Growth and net inflows to emerging-market stocks lead this US-based asset manager to strategically overweight the asset class.
By Jame DiBiasio | 11 January 2010
Outlooks
Robeco bearish on government bonds and property, mixed on Japan
Review/outlook series: Robeco's Asia chief investment officer, Arnout van Rijn, is positive on the energy and IT sectors, and China.
By Joseph Marsh | 7 January 2010
Outlooks
HSBC backs corporate bonds and LatAm equities
AsianInvestor asked Simona Paravani of HSBC Global Asset Management and Northern Trust's Bert Rebelo for their outlook on multi-manager investments in 2010.
By Joseph Marsh | 6 January 2010
Outlooks
Barclays Wealth’s four themes for 2010 investments
Strategist Aaron Gurwitz explains why 2010 is the time for investors to get exposure to equities and Asian currencies.
By Jame DiBiasio | 4 January 2010
Outlooks
Invesco favours domestic sectors
Review/outlook series: Invesco is looking to avoid export-related exposure in the months ahead, says Paul Chan, Asia ex-Japan chief investment officer.
By Joseph Marsh | 4 January 2010
Outlooks
Review/outlook series: Northern Trust bullish on emerging markets, less so US Treasuries
In the first of a series of investment review and outlook pieces, Northern Trust's chief investment strategist says the group underestimated the rebound in global real estate ...
By Joseph Marsh | 16 December 2009
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